manage-tasks.yml

- name: Reset variables
  set_fact:
    tsk_gid: 0
    batch_data: []
    title_prefix: "({{ customer_name }}) - ({{ opp_number }}) - ({{ csv_index+1 }}/{{ num_ops }})"

# Loop through project_tasks looking for a matching task name that contains the opportunity number
- name: Opp {{ title_prefix }} - check to see if the task already exists
  vars:
    _query: "[?contains(name, '{{ opp_number }}')].gid | [0]"
  set_fact:
    tsk_gid: "{{ project_tasks.json.data | to_json | from_json | json_query(_query) }}"

- name: Opp {{ title_prefix }} - print tsk_gid
  debug:
    msg: "Existing task found: {{ tsk_gid }}"
  when: tsk_gid | int > 0

# Match the gid of the asana templates to clone (TMP-RENEWAL, TMP-NETNEW, and TMP-INACTIVE)
- name: Opp {{ title_prefix }} - match the gid for the Asana template to clone
  block:
  - name: Opp {{ title_prefix }} - set asana_task_template({{ opp_record_type }})
    set_fact:
      asana_task_template: "{{ asana_template_tasks[opp_record_type] }}"
    when: tsk_gid | int == 0
  rescue:
    - name: Opp {{ title_prefix }} - set asana_task_template to (inactive)
      set_fact:
        asana_task_template: "{{ asana_template_tasks['inactive'] }}"

- name: Opp {{ title_prefix }} - print asana_task_template
  debug:
    var: asana_task_template
    verbosity: 2
  when: tsk_gid | int == 0

# Clone the asana_task_template with all of the subtasks preloaded
- name: Opp {{ title_prefix }} - cloning asana_task_template({{ asana_task_template }})
  uri:
    url: "{{ asana_api }}/tasks/{{ asana_task_template }}/duplicate"
    headers:
      Authorization: "{{ asana_token }}"
    method: POST
    body:
      data:
        include:
        - attachments
        - dependencies
        - notes
        - assignee
        - parent
        - projects
        - subtasks
        - notes
        - tags
        name: "{{ opp_number }} - {{ opp_name }}"
    body_format: json
    validate_certs: "{{ validate_certs }}"
    status_code: 200,201
  when: tsk_gid | int == 0
  register: cloned_task

# Set tsk_gid to the newly cloned task
- name: Opp {{ title_prefix }} - set tsk_gid of new task
  set_fact:
    tsk_gid: "{{ cloned_task.json.data.new_task.gid }}"
  when: tsk_gid | int == 0

- name: Opp {{ title_prefix }} - print tsk_gid
  debug:
    var: tsk_gid
    verbosity: 2

# Match the gid of the asana Opportunity Type (Renewal, Net New, Other, etc)
# RFE: Look through project_details for the gid to make this more dynamic
- name: Opp {{ title_prefix }} - block for setting the Opportunity type
  block:
  - name: Opp {{ title_prefix }} - set asana_opp_type({{ opp_record_type }})
    set_fact:
      asana_opp_type: "{{ asana_opp_types[opp_record_type] }}"
  rescue:
    - name: Opp {{ title_prefix }} - set asana_opp_type to Other
      set_fact:
        asana_opp_type: "{{ asana_opp_types['Other'] }}"

- name: Opp {{ title_prefix }} - print asana_opp_type
  debug:
    var: asana_opp_type
    verbosity: 2

# Match the gid of the asana section (Commit, Best Case, Pipeline, Closed)
- name: Opp {{ title_prefix }} - set section_gid to forecast_category({{ forecast_category }})
  set_fact:
    section_gid: "{{ asana_sections[forecast_category] }}"
  when: forecast_category | length > 0

- name: Opp {{ title_prefix }} - print section_gid
  debug:
    var: section_gid
    verbosity: 2

# Match the gid of the asana Fiscal Quarters (Q1, Q2, Q3, Q4)
- name: Opp {{ title_prefix }} - set asana_fq({{ fiscal_quarter }})
  set_fact:
    asana_fq: "{{ asana_fiscal_quarters[fiscal_quarter] }}"
  when: fiscal_quarter | length > 0

- name: Opp {{ title_prefix }} - print asana_fq
  debug:
    var: asana_fq
    verbosity: 2

# Match the gid of the asana ForecastCategory (Commit, Best Case, Pipeline, Closed)
- name: Opp {{ title_prefix }} - set forecast_category({{ forecast_category }})
  set_fact:
    asana_fc: "{{ forecast_categories[forecast_category] }}"
  when: forecast_category | length > 0

- name: Opp {{ title_prefix }} - print asana_fc
  debug:
    var: asana_fc
    verbosity: 2

# Match the gid of the Asana Stage
- name: Opp {{title_prefix}} - set asana_stage({{ stage }})
  set_fact:
    asana_stage: "{{ sfdc_stages[stage] }}"
  when: stage | length > 0

- name: Opp {{ title_prefix }} - print asana_stage
  debug:
      var: asana_stage
      verbosity: 2

- name: Opp {{ title_prefix }} - create dictionary based on updates and custom fields
  set_fact:
    update_tasks_data:
      completed: "{{ (forecast_category=='Closed' or forecast_category=='Omitted') | ternary(true,false) }}"
      custom_fields:
        # custom text fields
        '1182531335993465': "{{ opp_owner }}" # AE (Global)
        '1195217282482432': "{{ opp_number }}" # Opportunity Number (Global)
        '1200113936496375': "https://redhat.my.salesforce.com/{{ opp_id }}" # SFDC Link (Global)
        '1200114261516681': "{{ tb }}" # TB (Global)
        '1200038584667544': "{{ syb }}" # SYB (Global)
        '1200176345337880': "{{ tech_win_date }}" # Technical Win Date (Global)
        '1200204527019766': "{{ reseller }}" # Channel (Global)
        '1200204611344740': "{{ distributor }}" # Distributor (Global)
        '1200204672011254': "{{ leadsource }}" # LeadSource (Global)
        '1200204527686759': "{{ channel }}" # Channel (Global)
        # custom dropdown field names
        '1200008973756201': "{{ asana_fq | default(omit) }}" # Fiscal Quarter (Global)
        '1200046075857084': "{{ asana_opp_type | default(omit) }}" # OpportunityType (Global)
        '1200235633617549': "{{ asana_fc | default(omit) }}" # ForecastCategory (Global)
        '1200291243594269': "{{ asana_stage | default(omit) }}" # SFDC Stage (Global)
      due_on: "{{ close_date }}" # close_date
      # reset the task name in case it was changed
      name: "{{ opp_number }} - {{ opp_name }}"
      notes: |
          Opportunity Owner: {{ opp_owner }}
          Global Customer Name: {{ customer_name }}
          Reason: ({{ reason1 }} {{ reason2 }})

          Next Step:
          {{ next_step }}

          Description:
          {{ description | truncate(1024,True) }}

- name: Opp {{ title_prefix }} - add appropriate section data to batch data
  set_fact:
    batch_data: "{{ batch_data + [{'relative_path':'/sections/' + section_gid + '/addTask', 'method':'POST', 'data': {'task': tsk_gid} } ] }}"

- name: Opp {{ title_prefix }} - add opp updates to batch data
  set_fact:
    batch_data: "{{ batch_data + [{'relative_path':'/tasks/' + tsk_gid + '', 'method':'PUT', 'data': update_tasks_data } ] }}"

- name: Opp {{ title_prefix }} - add tag updates to batch data
  set_fact:
    batch_data: "{{ batch_data + [{'relative_path':'/tasks/' + tsk_gid + '/addTag', 'method':'POST', 'data':{'tag': product_tags[pt] }}] }}"
  loop: "{{ products.split('|') }}"
  when: pt != 'ERROR'
  loop_control:
    loop_var: pt

- name: Opp {{ title_prefix }} - performing bulk update of opp
  uri:
    url: "{{ asana_api }}/batch"
    headers:
      Authorization: "{{ asana_token }}"
    method: POST
    body:
      data:
        actions:
          "{{ batch_data }}"
    body_format: json
    validate_certs: "{{ validate_certs }}"
    status_code: 200,201
  register: batch_results